Williams Jones Wealth Management’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Williams Jones Wealth Management’s Portfolio BIV Stock Details BIV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-3,566	Closed	-$275K	–	549
2026 Q1	$275K	Sell	3,566 -3,500	-50%	-$272K	﹤0.01%	434
2025 Q4	$550K	Sell	7,066 -2,750	-28%	-$215K	0.01%	333
2025 Q3	$767K	Hold	9,816	–	–	0.01%	291
2025 Q2	$759K	Hold	9,816	–	–	0.01%	286
2025 Q1	$752K	Sell	9,816 -6,050	-38%	-$456K	0.01%	278
2024 Q4	$1.19M	Sell	15,866 -3,314	-17%	-$252K	0.01%	237
2024 Q3	$1.5M	Hold	19,180	–	–	0.02%	220
2024 Q2	$1.44M	Sell	19,180 -86	-0.4%	-$6.39K	0.02%	224
2024 Q1	$1.45M	Sell	19,266 -28	-0.1%	-$2.11K	0.02%	225
2023 Q4	$1.47M	Sell	19,294 -20,970	-52%	-$1.54M	0.02%	223
2023 Q3	$2.91M	Buy	+40,264	New	+$2.98M	0.04%	157

Other funds holding BIV

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

TLFA

True Link Financial Advisors San Francisco, California $1.73B AUM 9.28% 1-Year Est. Return

Zhang Financial Portage, Michigan $3.42B AUM 23.04% 1-Year Est. Return

RIA

Retirement Investment Advisors Oklahoma City, Oklahoma $1.4B AUM 17.23% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

BCM Advisors Lafayette, Louisiana $514M AUM 20.96% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Williams Jones Wealth Management's BIV Position: Q2 2026 in Review

Williams Jones Wealth Management sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q2 2026, closing a stake of 3,566 shares — an estimated $275K sold.

Williams Jones Wealth Management first reported a position in BIV in Q3 2023 and held it in 11 quarters. The position peaked at $2.91M in Q3 2023. 611 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

Williams Jones Wealth Management reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q2 2026 after selling out during the quarter.
Williams Jones Wealth Management sold 3,566 Vanguard Intermediate-Term Bond ETF shares in Q2 2026, an estimated $275K.
Williams Jones Wealth Management first reported a position in Vanguard Intermediate-Term Bond ETF in Q3 2023 and held it in 11 quarters.
Williams Jones Wealth Management's Vanguard Intermediate-Term Bond ETF position peaked at $2.91M in Q3 2023.
611 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on Williams Jones Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.